Client Services Administrator

Client Services Administrator

Scarborough

£25,000 - £26,500

Office Based

NJR Recruitment are delighted to be working with a well-established and highly regarded Independent Financial Planning firm in Scarborough who are looking to recruit a Client Services Administrator to join their friendly and supportive team.

This is a fantastic opportunity for an organised and personable professional who enjoys delivering exceptional client service and thrives in a varied administrative role. Working closely with the Directors, Financial Advisers and Practice Manager, you will play a key role in ensuring the smooth day-to-day running of the office while providing first-class support to both clients and advisers.

As an CS Administrator, you will be responsible for providing comprehensive administrative support across the business, ensuring a professional and efficient service is delivered at all times.

Your responsibilities will include:

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• Providing a warm and professional welcome to clients and visitors
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• Answering incoming telephone calls and managing enquiries
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• Supporting the Financial Advisers with new business processing and client administration
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• Preparing client files, valuations and review documentation
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• Processing top-ups, fund switches and ISA transactions
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• Maintaining accurate client records and updating the back-office system
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• Liaising with providers and assisting with general client servicing
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• Scanning, photocopying and managing incoming and outgoing post
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• Assisting with the day-to-day administration and organisation of the office
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• Ensuring all work is completed in line with FCA regulations and company procedures
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About You

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• Previous experience within an IFA Administration or Financial Services Administration role is preferred, but any previous office experience is essential
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• Excellent organisational skills with strong attention to detail
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• Professional and confident communication skills
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• A friendly and approachable manner with a passion for delivering excellent customer service
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• Comfortable managing a varied workload and supporting a busy team
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• Good IT skills and experience using Microsoft Office
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• Ability to work independently as well as part of a close-knit team
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What's on Offer

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• Competitive salary dependent on experience
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• Opportunity to join a well-established and respected Financial Planning firm
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• Friendly, supportive and collaborative working environment
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• Varied and rewarding role with plenty of client interaction
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• Long-term career stability and development opportunities
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• Office-based role in the outskirts of Scarborough
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This is an excellent opportunity for an experienced Administrator, or someone with Financial Services administration experience, to join a welcoming firm that genuinely values its employees and takes pride in delivering an outstanding service to its clients.

For a confidential discussion or to apply, please contact NJR Recruitment quoting NJR16880